Customer Relations Executive

4 days ago

Dadar Mumbai Maharashtra, India SP Tulsian Investment Advisory Services Pvt Ltd Full time ₹ 2,40,000 per year

Job Title: Customer Relations Executive

Type: Work from Office

Location: Kohinoor Square, Dadar, Mumbai

Workdays: Monday to Friday (Saturday holiday)

Experience: Freshers welcome, 1-2 years of experience preferred

Language Requirements: Fluent spoken English and basic Hindi

Joining: Immediate

About Us

SPTulsian Investment Advisory Services is a dynamic and innovative financial services firm specializing in delivering investment advice to clients. We are expanding and looking for enthusiastic individuals to grow with us.

Role Overview

We're hiring a Customer Relations Executive to manage client communication, assist in onboarding, solving queries, support business development, and ensure a smooth customer experience.

Key Responsibilities

· Serve as a point of contact for clients, addressing inquiries and ensuring a smooth client experience

· Support end-to-end onboarding of new clients, including documentation, compliance checks, and account activation

· Track and follow up on leads, ensuring seamless communication and engagement with potential customers

· Build and maintain strong client relationships through query solving, co-ordination for KYC (know your client) and other updates

· Strong organizational and time management skills with the ability to manage multiple clients and tasks simultaneously

What We're Looking For

· Strong communication and people skills

· Organized and proactive approach

· Willingness to learn

To Apply: Email your resume to with subject: Application for Customer Relations Executive

Job Types: Full-time, Fresher, Internship

Pay: ₹15, ₹20,000.00 per month

Work Location: In person

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